Stockpot Meeting 3 - Getting Started: Account Setup & First Trade

Welcome to Stockpot's third meeting!

Ever wondered how to go from “I want to invest” to actually owning your first share? In this month’s meeting, we’ll walk step-by-step through opening a brokerage account and placing your first stock trade, using Fidelity as our example. This session will be taught by Zoë Oketch, a local financial analyst and cool person.

We’ll cover:

• What you need before you open an account (documents, funding, and setup tips)
• Navigating Fidelity’s platform to create your account
• Understanding basic account types (individual, retirement, etc.)
• How to research and select a stock to purchase
• Placing your first buy order and what those order types actually mean
• Next steps after your purchase (tracking performance, dividends, and more)

Whether you’ve never invested before or just want a refresher on the process, this will be a hands-on, beginner-friendly session. Bring your laptop or device if you want to follow along in real time, or simply take notes and explore later.

We'll meet in the Large Community Room 2A, which is the only room upstairs.

As always, Stockpot is a free, welcoming space for learning. No jargon, no pressure, just practical skills you can start using right away!

Special Links:

• Meeting snack donations
• Website
• Member feedback survey
• Speaker interest form

Host or Publisher Stockpot